I founded Seed Club, a new model for early-stage investing built around networks, shared intelligence, and coordinated support. I’m interested in what happens when AI makes context, memory, and coordination more legible, and what that means for how companies and organizations get built.
My agent drafts this site from what I save. Green is me.
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The leverage inversion Jun 28, 2026 – now The judgment squeeze May 13 – Jun 28, 2026 Single chief-of-staff agent beats managing a swarm Agents as economic actors, not productivity tools AI agents obsolete both the workforce and the interface Agents become load-bearing startup operating infrastructure Agentic workflows are crossing from demo to production Open-weight AI threatens closed-model economics and governance Agentic infrastructure is now an engineering discipline Agents reshape dev workflows but not the need for comprehension AI economic value migrates below the model layer Open models are closing the frontier performance gap Intent-centric OS and data firewalls reshape platform power Agentic execution scales faster than verification or human adoption
August
Agent orchestration is replacing the chat paradigm
AI stack value capture remains unsettled
AI gains and capital flow toward existing advantage
July
Agentic AI moves from prototype to production
AI stack commoditizes while value shifts vertical
Venture capital confronts its own power-law bias
June
Open models collapse closed AI pricing power
Agents restructure teams, roles, and software pricing
Judgment and verification become the scarce resources
Aug 17
Aug 10
Aug 3
Jul 27
Jul 20
Jul 13
Jul 6
Jun 29
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Jun 1
record begins · Jun 1 2026
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